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植耀輝:美股造好 續觀望議息結果
耀才證券研究部總監植耀輝稱,美股隔晚(1月31日)造好,雖然企業業績表現好壞參半,不過資源及非必要消費品類股份造好,支持美股表現,三大指數均錄得升幅。總結一月美股表現,納指累升超過一成,標普指數亦累升6.2%,至於道指亦升超過2.8%。 港股昨日則連續第二個交易日下跌,累跌超過846點或3.7%。不過上月恆指仍累計上升2,060點或10.4%,並連升第三個月;個股中如阿里-SW(09988.HK)及騰訊(00700.HK)年初至今亦分別累升24.8%及21%。值得留意是港股通持續出現淨沽出,昨日再流出超過63.2億元,當中騰訊淨沽出便超過20億元,反映南下資金繼續趁高減磅。 現時判斷恆指轉勢仍言之尚早,畢竟港股累升實在不少,出現調整亦相當合理,何況短期變數依然不少,本港時間周四(2月2日)凌晨便有聯儲局議息結果,周五(3日)亦會公布最新就業數據,預期市況或會傾向審慎。另恆指現時已失守10天線水平,下一較大支持位則為20天線亦即21,300點附近。 (筆者為證監會持牌人,並未持有相關股份) ****************** 港股有望回穩 關注聯儲局議息結果 耀才研究部稱,隔晚(1月31日)美股三大指數造好,升幅介乎1.1%至1.7%,投資者繼續關注聯儲局議息以及美企季績表現。至於反映中概股行情之金龍指數微跌0.14%。 港股方面,恆指昨日高開低走,受ATM拖累,恆指一度大跌438點,最終收報21,842點,下跌227點或1%。港股連續兩個交易日累跌超過846點或3.7%,走勢有所轉弱,加上短期仍存在多個變數,包括聯儲局議息結果、美企業績及美股表現等,周五(3日)尚有美國就業數據,預期港股短期料續調整,較大支持或會在20天線21,300點附近。 至於技走勢方面,恆指連續兩日急跌,MACD快慢線差距由正轉負,即由牛差變熊差,意味走勢轉弱,不過由去年10月低位延伸之上升軌仍未跌破,只要守穩上升軌約21,100點水平,上升趨勢仍有望持續。 (筆者為證監會持牌人)~
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